Cummins Inc
CMI- Exchange
- NYSE
- Industry
- Engines & Turbines
- SEC CIK
- 0000026172
In the last 90 days, Cummins Inc insiders filed 0 open-market purchases and 1 sale; 2,113 institutions reported holding it in 13F filings for Q2 2026, worth $83.8B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in Cummins Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,968
- +120 vs. Q4 2025
- Shares held
- 116.7M
- +18.0M (+18.2%) vs. Q4 2025
- Total value
- $62.7B
- +$12.4B (+24.6%) vs. Q4 2025
- New holders
- 215
- 698 more added
- Sold out
- 95
- 726 more reduced
31 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,113 | $83.8B |
| Q1 2026 | 1,969 | $62.7B |
| Q4 2025 | 1,880 | $60.4B |
| Q3 2025 | 1,687 | $49.0B |
| Q2 2025 | 1,565 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,558 | $40.6B |
| Q3 2024 | 1,434 | $37.5B |
| Q2 2024 | 1,395 | $32.2B |
| Q1 2024 | 1,373 | $34.7B |
| Q4 2023 | 1,370 | $28.4B |
| Q3 2023 | 1,237 | $27.0B |
| Q2 2023 | 1,270 | $28.8B |
| Q1 2023 | 1,275 | $28.2B |
| Q4 2022 | 1,285 | $28.6B |
| Q3 2022 | 1,210 | $23.6B |
| Q2 2022 | 1,202 | $22.2B |
| Q1 2022 | 1,228 | $23.5B |
| Q4 2021 | 1,261 | $24.7B |
| Q3 2021 | 1,180 | $26.1B |
| Q2 2021 | 1,229 | $28.6B |
| Q1 2021 | 1,235 | $30.9B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,445 | $29.8M | 0.16% | +23,950+76.0% | Added |
| Formuepleje A/S | 54,069 | $29.1M | 2.64% | −16,497−23.4% | Reduced |
| Vontobel Holding Ltd. | 53,457 | $28.8M | 0.10% | +14,417+36.9% | Added |
| Mn Services Vermogensbeheer B.V. | 53,183 | $28.6M | 0.19% | −200−0.4% | Reduced |
| Nearwater Capital Markets, Ltd | 53,000 | $28.5M | 0.67% | +53,000 | New |
| Truist Financial Corp | 52,780 | $28.4M | 0.04% | −11,225−17.5% | Reduced |
| Windward Capital Management Co | 52,509 | $28.3M | 2.30% | −119−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 51,440 | $27.7M | 1.12% | +4,600+9.8% | Added |
| Wharton Business Group, LLC | 51,186 | $27.5M | 1.04% | −840−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 50,869 | $27.4M | 0.09% | −3,462−6.4% | Reduced |
| Blair William & Co | 50,535 | $27.2M | 0.08% | +455+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 50,103 | $27.0M | 0.14% | +7,424+17.4% | Added |
| Brown Advisory Inc | 49,016 | $26.4M | 0.04% | −169−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,526 | $25.7M | 0.06% | −3,539−6.8% | Reduced |
| Associated Banc-Corp | 47,792 | $25.7M | 0.68% | −363−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 47,590 | $25.6M | 0.10% | 00.0% | Unchanged |
| Trexquant Investment LP | 46,998 | $25.3M | 0.18% | +46,998 | New |
| Swiss Life Asset Management Ltd | 46,191 | $24.9M | 0.12% | +3,737+8.8% | Added |
| Cincinnati Casualty Co | 46,000 | $24.7M | 12.93% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 45,423 | $24.4M | 0.13% | −324−0.7% | Reduced |
| ABN AMRO Bank N.V. | 46,470 | $24.1M | 0.26% | −46,352−49.9% | Reduced |
| Epoch Investment Partners, Inc. | 44,416 | $23.9M | 0.14% | −112,630−71.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 44,698 | $23.8M | 0.12% | +326+0.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 44,254 | $23.8M | 0.12% | −12,272−21.7% | Reduced |
| Advisors Asset Management, Inc. | 44,229 | $23.8M | 0.40% | −100−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 43,913 | $23.6M | 1.51% | −186−0.4% | Reduced |
| Toronto Dominion Bank | 43,082 | $23.2M | 0.04% | −43,299−50.1% | Reduced |
| Welch & Forbes LLC | 42,811 | $23.0M | 0.30% | −1,559−3.5% | Reduced |
| Tredje AP-fonden | 42,525 | $22.9M | 0.13% | +42,525 | New |
| SEB Asset Management AB | 41,057 | $22.1M | 0.09% | +41,057 | New |
| Covalis Capital LLP | 41,008 | $22.1M | 1.36% | −8,794−17.7% | Reduced |
| TD Waterhouse Canada Inc. | 38,800 | $21.3M | 0.06% | +34,724+851.9% | Added |
| Richard C. Young & CO., LTD. | 39,586 | $21.3M | 1.76% | +735+1.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 39,530 | $21.3M | 2.54% | −244−0.6% | Reduced |
| Bridgewater Associates, LP | 39,476 | $21.2M | 0.09% | +8,693+28.2% | Added |
| Illinois Municipal Retirement Fund | 39,076 | $21.0M | 0.27% | −5,329−12.0% | Reduced |
| DDD Partners, LLC | 38,505 | $20.7M | 1.44% | −7,622−16.5% | Reduced |
| Davenport & Co LLC | 38,092 | $20.5M | 0.11% | −612−1.6% | Reduced |
| Weybosset Research & Management LLC | 37,935 | $20.4M | 5.89% | −1,380−3.5% | Reduced |
| Arizona State Retirement System | 37,845 | $20.4M | 0.12% | −1,026−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,746 | $20.3M | 0.06% | +1,939+5.4% | Added |
| M&T Bank Corp | 37,665 | $20.3M | 0.07% | −515−1.3% | Reduced |
| Czech National Bank | 37,629 | $20.2M | 0.13% | +1,231+3.4% | Added |
| Baird Financial Group, Inc. | 37,401 | $20.1M | 0.03% | −560−1.5% | Reduced |
| MML Investors Services, LLC | 36,665 | $19.7M | 0.05% | −5,951−14.0% | Reduced |
| St Germain D J Co Inc | 36,482 | $19.6M | 0.78% | −7,415−16.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,455 | $19.6M | 0.05% | +433+1.2% | Added |
| Empowered Funds, LLC | 36,327 | $19.5M | 0.12% | +36,327 | New |
| Applied Finance Capital Management, LLC | 36,191 | $19.5M | 1.46% | −9,553−20.9% | Reduced |
| CIBC Asset Management Inc | 36,139 | $19.4M | 0.05% | +681+1.9% | Added |
| State of Michigan Retirement System | 36,131 | $19.4M | 0.10% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 36,130 | $19.4M | 0.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 35,910 | $19.3M | 0.01% | −46,123−56.2% | Reduced |
| CWM, LLC | 35,722 | $19.2M | 0.05% | +5,344+17.6% | Added |
| Hudson Bay Capital Management LP | 35,715 | $19.2M | 0.12% | −12,015−25.2% | Reduced |
| Noesis Capital Mangement Corp | 35,700 | $19.2M | 2.84% | +95+0.3% | Added |
| Titan Investment Solutions Ltd | 34,981 | $18.8M | 2.41% | +22,983+191.6% | Added |
| Verity & Verity, LLC | 34,936 | $18.8M | 1.40% | −795−2.2% | Reduced |
| TIAA Wealth Investment Management LLC | 34,646 | $18.6M | 0.14% | +34,646 | New |
| Steward Partners Investment Advisory, LLC | 34,617 | $18.6M | 0.09% | +599+1.8% | Added |
| Dakota Wealth Management | 34,462 | $18.5M | 0.40% | +15,373+80.5% | Added |
| Van Eck Associates Corp | 34,357 | $18.5M | 0.01% | −1,735−4.8% | Reduced |
| Wallington Asset Management, LLC | 34,352 | $18.5M | 2.46% | −927−2.6% | Reduced |
| Culbertson A N & Co Inc | 34,260 | $18.4M | 2.39% | −481−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,118 | $18.4M | 0.32% | −40−0.1% | Reduced |
| Erste Asset Management GmbH | 35,641 | $18.2M | 0.17% | +3,166+9.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 33,487 | $18.0M | 0.03% | −264,296−88.8% | Reduced |
| Benjamin Edwards Inc | 33,370 | $18.0M | 0.18% | −996−2.9% | Reduced |
| Investment House LLC | 33,386 | $18.0M | 0.93% | −561−1.7% | Reduced |
| JustInvest LLC | 33,311 | $17.9M | 0.18% | +392+1.2% | Added |
| Pinnacle Associates Ltd | 33,122 | $17.8M | 0.23% | −99−0.3% | Reduced |
| MetLife Investment Management | 32,277 | $17.4M | 0.09% | −807−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,185 | $17.3M | 0.09% | +77+0.2% | Added |
| Allworth Financial LP | 31,785 | $17.1M | 0.07% | −901−2.8% | Reduced |
| Jacobs & Co | 31,488 | $16.9M | 1.67% | −806−2.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 31,430 | $16.9M | 0.18% | −54,163−63.3% | Reduced |
| Nissay Asset Management Corp | 31,374 | $16.9M | 0.09% | +4,929+18.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 31,362 | $16.9M | 0.16% | +459+1.5% | Added |
| Summit Financial Wealth Advisors, LLC | 31,251 | $16.8M | 2.38% | −115−0.4% | Reduced |
| Novare Capital Management LLC | 31,153 | $16.8M | 1.33% | −2,914−8.6% | Reduced |
| Citizens Financial Group Inc | 30,938 | $16.6M | 0.23% | +837+2.8% | Added |
| LMCG Investments, LLC | 30,579 | $16.5M | 0.98% | −3,015−9.0% | Reduced |
| FORA Capital, LLC | 30,563 | $16.4M | 1.20% | +28,160+1,171.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,568 | $15.9M | 0.30% | +29,568 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 29,541 | $15.9M | 2.29% | −9,589−24.5% | Reduced |
| Cornerstone Wealth Group, LLC | 24,741 | $15.8M | 1.02% | −9,928−28.6% | Reduced |
| Retirement Systems of Alabama | 29,341 | $15.8M | 0.05% | −24−0.1% | Reduced |
| Xponance, Inc. | 29,194 | $15.7M | 0.11% | +3,640+14.2% | Added |
| Bank of Nova Scotia | 28,925 | $15.6M | 0.03% | +949+3.4% | Added |
| Raiffeisen Bank International AG | 30,194 | $15.5M | 0.22% | −3,395−10.1% | Reduced |
| MUFG Securities EMEA plc | 28,659 | $15.4M | 0.23% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 28,377 | $15.3M | 1.71% | −882−3.0% | Reduced |
| Linscomb & Williams, Inc. | 27,956 | $15.0M | 0.67% | −10,071−26.5% | Reduced |
| ASR Vermogensbeheer N.V. | 27,867 | $15.0M | 0.18% | +502+1.8% | Added |
| Daiwa Securities Group Inc. | 27,777 | $14.9M | 0.04% | +3,886+16.3% | Added |
| Two Point Capital Management, Inc. | 27,630 | $14.9M | 6.49% | −10,717−27.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 23,916 | $14.7M | 0.84% | −6,987−22.6% | Reduced |
| Azimuth Capital Investment Management LLC | 27,173 | $14.6M | 0.55% | +1,454+5.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,138 | $14.6M | 0.11% | +4,038+17.5% | Added |
| CIBC World Markets Inc. | 27,113 | $14.6M | 0.03% | +12,208+81.9% | Added |